Cashflow-Driven Investments

  • RECORDED: 05 July 2018


  • Key message:

    With over half of UK defined benefit plans already cashflow negative, and that number expected to increase to more than 80% within the next decade, the approach to sourcing cash to pay members’ benefits is becoming more important. One of the benefits of cashflow-driven investments (CDI) is that it is designed to generate cash to help meet benefit outgo, but it is also a low risk solution whereby the scheme invests more like an insurer. It may be more affordable than you think, especially given recent improved funding positions.

  • Why attend:

    Having implemented CDI strategies for three years now, join the webinar to hear Mercer experts discuss:

    • An overview of CDI, why you should consider such a strategy and when to do so
    • How to implement a successful CDI strategy 
    • The potential pitfalls and how to manage these
    • How CDI works in practice including monitoring the key metrics and responding to changes
    • How CDI keeps your options open
    • Case studies

    There will be an opportunity for Q&A with the Mercer team.

  • Who should attend?

    There will be an opportunity for Q&A with the Mercer team.

    Institutional investors, trustees, pensions managers

  • Speakers

    Ben Gunnee

    Adam Taylor

    Nathan Baker